This job has been posted for more than 30 working days and has expired.


Job description:

Do you hold an IOC qualification, have experience in a client relations role and hoping to broaden your investments sector experience?

If so, then we may have an exciting new role for you.

Our client is looking for a Client Relations Administrator to ensure efficient administration of retail investment products together with the responsibility for correspondence and telephone enquiries.

This is initially a 9-month contract based in Edinburgh.

Core requirements:

  • Full IOC qualification

  • Relevant experience within a client relations role

  • Experience of operating within the Financial Services sector is desirable

  • The ideal candidate will have knowledge of current regulations, including COBS, CASS and Complaint Handling

  • Excellent communication and people skills

  • Ability to work under pressure and meet tight deadlines while maintaining quality

  • Good organisational skills

Core responsibilities:

  • Monitor third party administrators through checking daily process output

  • Investigate, monitor and report on breaches

  • Ensure accurate and timely inputting of CRM and AWD enquiries

  • Deal with notifiable complaints

  • Assist with AML verification

  • Answer telephone/email and reply to letter enquiries

  • Administrative project support

Job reference: 11391

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.